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adriansuteu
Advocate I
Advocate I

Force RELATED() to take into consideration a certain relationship from the existing ones

I have extracted data from my CRM with PowerBI and I have the following relationships between tables Leads an Users:

 

LEADS:                              USERS

CreatedBy (Userid)            *--1    Id

ModifiedBy (Userid)          *--1     Id

Owner (Userid)                 *--1     Id

 

I want to create a vizualization that shows the number of Leads / Owner NAME.

 

But If I create a new column in the Leads table with the formula OwnerName = concatenate(related(User[FirstName]),concatenate(" ",related(User[LastName]))) and I use OwnerName as axis it takes into consideration the first relationship (based on CreatedBy column. How do I get it to take into consideration the Owner column?

 

Thanks

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @adriansuteu,

 

According to your description, you want to get the related user name based on owner, right?

If this is a case, you can refer to below formulas to get related user name.

 

Capture2.PNG

 

Calculate column:

 

USERELATIONSHIP Function:
Owner Name = CALCULATE(CALCULATE(VALUES(User[Last Name])&" "&VALUES(User[First Name]),LEADS),USERELATIONSHIP(LEADS[Owner],User[User ID]),ALL(User))

LOOKUPVALUE Function:
Owen Name 2 = LOOKUPVALUE(User[Last Name],User[User ID],LEADS[Owner])&" "& LOOKUPVALUE(User[First Name],User[User ID],LEADS[Owner]) 

 

Result:

 

Capture.PNG

 

Regards,

Xiaoxin Sheng

View solution in original post

1 REPLY 1
Anonymous
Not applicable

Hi @adriansuteu,

 

According to your description, you want to get the related user name based on owner, right?

If this is a case, you can refer to below formulas to get related user name.

 

Capture2.PNG

 

Calculate column:

 

USERELATIONSHIP Function:
Owner Name = CALCULATE(CALCULATE(VALUES(User[Last Name])&" "&VALUES(User[First Name]),LEADS),USERELATIONSHIP(LEADS[Owner],User[User ID]),ALL(User))

LOOKUPVALUE Function:
Owen Name 2 = LOOKUPVALUE(User[Last Name],User[User ID],LEADS[Owner])&" "& LOOKUPVALUE(User[First Name],User[User ID],LEADS[Owner]) 

 

Result:

 

Capture.PNG

 

Regards,

Xiaoxin Sheng

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